Geneva Advisors’s Coca-Cola KO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q2
$2.21M Buy
49,273
+968
+2% +$43.4K 0.04% 196
2017
Q1
$2.05M Sell
48,305
-3,415
-7% -$145K 0.04% 207
2016
Q4
$2.14M Sell
51,720
-2,454
-5% -$102K 0.04% 197
2016
Q3
$2.29M Buy
54,174
+559
+1% +$23.7K 0.04% 181
2016
Q2
$2.43M Sell
53,615
-495
-0.9% -$22.4K 0.05% 174
2016
Q1
$2.51M Buy
54,110
+18
+0% +$835 0.05% 160
2015
Q4
$2.32M Buy
54,092
+4,858
+10% +$209K 0.04% 183
2015
Q3
$1.98M Buy
49,234
+1,255
+3% +$50.3K 0.04% 197
2015
Q2
$1.88M Sell
47,979
-765
-2% -$30K 0.03% 209
2015
Q1
$1.98M Sell
48,744
-1,141
-2% -$46.3K 0.04% 206
2014
Q4
$2.11M Sell
49,885
-2,745
-5% -$116K 0.04% 191
2014
Q3
$2.25M Sell
52,630
-2,456
-4% -$105K 0.04% 183
2014
Q2
$2.33M Sell
55,086
-1,594
-3% -$67.5K 0.04% 192
2014
Q1
$2.19M Buy
56,680
+16,436
+41% +$635K 0.04% 197
2013
Q4
$1.66M Sell
40,244
-1,120
-3% -$46.3K 0.03% 182
2013
Q3
$1.57M Sell
41,364
-544
-1% -$20.6K 0.03% 192
2013
Q2
$1.68M Buy
+41,908
New +$1.68M 0.04% 160